Updated: 6/04/2012 | Article ID: GEN82145

Overview

If your financial institution is an Intuit online banking partner, but it does not appear in the list when you set up or activate an account for online services, then you may need to update your Quicken program.

Instructions

For Windows

Get the One Step Update

Click on Tools on the top menu bar, then select One Step Update.

In the One Step Update window, Clear all of the check boxes, then select Update Now.

In the One update Summary window, select Done.

Exit Quicken and then restart the program for the changes to take affect.

For Macintosh

For Quicken Essentials: Click here for instructions on refreshing the financial institution list.

For Quicken for Mac 2007 or earlier: Click here for instructions on refreshing the financial institution list.

Note: If your financial institution is not listed after refreshing/updating, then use one of the links below to submit a request to add your financial institution: